See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $56,705 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,983 | $81,537+44.7% | $149,718-21.2% | $69,631+69.4% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.1%+1.4pp | 70.7%+17.8pp |
| Annual return | 18.08% | 22.79%-4.7pp | 1501.63%-1483.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $2,715 | $3,239-16.2% | $5,445-50.1% | $2,032+33.6% |
| Participant deferral / active EE | $7,412 | $4,994+48.4% | $6,569+12.8% | $3,224+129.9% |
| Admin fee / account holder | $123 | $107+15.1% | $11,283-98.9% | $110+11.4% |